Notify me when MITCHELL & PAHL PRIVATE WEALTH, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 143 | $240,928,205 | +$5,911,296 | -$4,257,686 | +$1,653,610 | AVGO, AAPL, MSFT, GS, XOM | 13F-HR | 14 Jan 2026, 14:11 |
| Q3 2025 | 144 | $238,454,646 | +$2,857,230 | -$2,252,458 | +$604,772 | MSFT, AVGO, AAPL, ABBV, LIN | 13F-HR | 09 Oct 2025, 09:51 |
| Q2 2025 | 144 | $226,389,396 | +$7,703,258 | -$855,424 | +$6,847,834 | MSFT, AVGO, AAPL, LIN, WM | 13F-HR | 11 Jul 2025, 17:05 |
| Q1 2025 | 145 | $214,502,748 | +$4,647,036 | -$4,468,063 | +$178,973 | AAPL, MSFT, UNH, AVGO, XOM | 13F-HR | 09 Apr 2025, 14:57 |
| Q4 2024 | 146 | $214,084,661 | +$11,067,165 | -$4,231,766 | +$6,835,399 | AAPL, MSFT, AVGO, UNH, PG | 13F-HR | 16 Jan 2025, 17:29 |
| Q3 2024 | 145 | $214,788,584 | +$15,219,551 | -$2,024,588 | +$13,194,963 | AAPL, MSFT, UNH, AVGO, LIN | 13F-HR | 16 Oct 2024, 16:59 |
| Q2 2024 | 142 | $189,458,539 | +$1,790,946 | -$1,094,419 | +$696,527 | MSFT, AAPL, AVGO, UNH, LIN | 13F-HR | 12 Jul 2024, 14:41 |
| Q1 2024 | 142 | $190,421,251 | +$6,226,157 | -$2,897,516 | +$3,328,641 | MSFT, AAPL, UNH, AVGO, LIN | 13F-HR | 26 Apr 2024, 12:29 |
| Q4 2023 | 142 | $176,143,057 | +$584,137 | -$8,534,897 | -$7,950,760 | AAPL, MSFT, UNH, CMCSA, AVGO | 13F-HR | 08 Feb 2024, 18:44 |
| Q3 2023 | 148 | $168,389,554 | +$11,471,376 | -$2,095,959 | +$9,375,417 | AAPL, MSFT, UNH, XOM, CMCSA | 13F-HR | 31 Oct 2023, 10:46 |
| Q2 2023 | 151 | $165,619,360 | +$5,440,032 | -$3,246,320 | +$2,193,712 | AAPL, MSFT, UNH, CMCSA, XOM | 13F-HR | 07 Aug 2023, 13:25 |
| Q1 2023 | 150 | $159,716,471 | +$9,954,188 | -$6,034,345 | +$3,919,843 | AAPL, MSFT, UNH, XOM, CMCSA | 13F-HR | 05 May 2023, 16:30 |
| Q4 2022 | 149 | $152,348,349 | +$4,377,458 | -$3,084,374 | +$1,293,084 | AAPL, UNH, MSFT, XOM, PG | 13F-HR | 09 Feb 2023, 17:44 |
| Q3 2022 | 153 | $135,275,000 | +$4,771,146 | -$2,836,491 | +$1,934,655 | AAPL, UNH, MSFT, XOM, NEE | 13F-HR | 01 Nov 2022, 10:21 |
| Q2 2022 | 155 | $143,823,000 | +$11,435,547 | -$7,071,024 | +$4,364,523 | AAPL, UNH, MSFT, CMCSA, XOM | 13F-HR | 25 Jul 2022, 15:46 |
| Q1 2022 | 165 | $157,006,000 | +$10,453,925 | -$4,873,718 | +$5,580,207 | AAPL, MSFT, UNH, CMCSA, UPS | 13F-HR | 14 Apr 2022, 11:26 |
| Q4 2021 | 165 | $156,022,000 | +$7,716,674 | -$3,933,173 | +$3,783,501 | AAPL, MSFT, UNH, CMCSA, NEE | 13F-HR | 19 Jan 2022, 12:31 |
| Q3 2021 | 158 | $138,810,000 | +$2,802,014 | -$1,113,861 | +$1,688,153 | AAPL, MSFT, CMCSA, UNH, NEE | 13F-HR | 02 Nov 2021, 18:11 |
| Q2 2021 | 155 | $139,897,000 | +$6,047,029 | -$2,033,111 | +$4,013,918 | AAPL, MSFT, CMCSA, UNH, UPS | 13F-HR | 14 Jul 2021, 11:13 |
| Q1 2021 | 149 | $128,665,000 | +$4,637,202 | -$684,738 | +$3,952,464 | AAPL, CMCSA, MSFT, UNH, DIS | 13F-HR | 29 Apr 2021, 10:11 |
| Q4 2020 | 145 | $117,912,000 | $0 | $0 | $0 | AAPL, CMCSA, MSFT, UNH, DIS | 13F-HR | 09 Feb 2021, 15:46 |